Planning and Paying For College - Navigating the Investment and Borrowing Options  

For Parents of Kids of Any Age  


You've been thinking about how to pay for college since the day they were born, but do you know all of your options and the pros and cons of each? There are investment/saving options you may not be aware of, plus there are steps you can take along the way to maximize scholarships and earn more financial aid, while managing your assets wisely. In this joint session, Financial Advisor Jerry Breen and college admissions expert Jen Rosier will discuss how sound investments strategies combined with smart college selections can minimize your out of pocket costs for higher education.  

  • What are the best investment and savings vehicles for younger kids versus those close to attending?
  • What are the differences between the FAFSA and CSS financial aid forms and what can I do to improve my chances of receiving financial aid?  
  • How to maximize your chances for academic scholarships, even for B students  
  • How should I factor in financial aid versus savings/investments versus the loan options available when planning for college?

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